Farmers & Merchants Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
23,308
+1,274
| +6% | +$117K | 0.46% | 48 |
|
|
2025
Q1 | $1.87M | Sell |
22,034
-143
| -0.6% | -$12.2K | 0.47% | 44 |
|
|
2024
Q4 | $1.96M | Buy |
22,177
+200
| +0.9% | +$17.7K | 0.49% | 42 |
|
|
2024
Q3 | $1.94M | Hold |
21,977
| – | – | 0.48% | 46 |
|
|
2024
Q2 | $1.78M | Sell |
21,977
-4,589
| -17% | -$372K | 0.46% | 45 |
|
|
2024
Q1 | $2.23M | Buy |
26,566
+226
| +0.9% | +$19K | 0.55% | 40 |
|
|
2023
Q4 | $2.05M | Buy |
26,340
+26
| +0.1% | +$2.02K | 0.54% | 41 |
|
|
2023
Q3 | $1.82M | Buy |
26,314
+27
| +0.1% | +$1.87K | 0.54% | 41 |
|
|
2023
Q2 | $1.92M | Buy |
26,287
+27
| +0.1% | +$1.97K | 0.51% | 40 |
|
|
2023
Q1 | $1.84M | Sell |
26,260
-2,644
| -9% | -$185K | 0.51% | 42 |
|
|
2022
Q4 | $1.95M | Buy |
28,904
+2,518
| +10% | +$170K | 0.55% | 42 |
|
|
2022
Q3 | $1.64M | Hold |
26,386
| – | – | 0.51% | 42 |
|
|
2022
Q2 | $1.71M | Buy |
26,386
+118
| +0.4% | +$7.63K | 0.52% | 41 |
|
|
2022
Q1 | $2.05M | Sell |
26,268
-1,439
| -5% | -$112K | 0.53% | 36 |
|
|
2021
Q4 | $2.3M | Buy |
27,707
+255
| +0.9% | +$21.2K | 0.56% | 37 |
|
|
2021
Q3 | $2.15M | Buy |
27,452
+210
| +0.8% | +$16.4K | 0.56% | 38 |
|
|
2021
Q2 | $2.16M | Buy |
27,242
+219
| +0.8% | +$17.4K | 0.59% | 37 |
|
|
2021
Q1 | $2M | Buy |
27,023
+15,413
| +133% | +$1.14M | 0.67% | 36 |
|
|
2020
Q4 | $796K | Hold |
11,610
| – | – | 0.29% | 67 |
|
|
2020
Q3 | $666K | Sell |
11,610
-10
| -0.1% | -$574 | 0.27% | 70 |
|
|
2020
Q2 | $623K | Hold |
11,620
| – | – | 0.28% | 71 |
|
|
2020
Q1 | $502K | Buy |
11,620
+122
| +1% | +$5.27K | 0.27% | 73 |
|
|
2019
Q4 | $686K | Buy |
11,498
+1,500
| +15% | +$89.5K | 0.29% | 70 |
|
|
2019
Q3 | $559K | Sell |
9,998
-18
| -0.2% | -$1.01K | 0.25% | 78 |
|
|
2019
Q2 | $560K | Hold |
10,016
| – | – | 0.25% | 77 |
|
|
2019
Q1 | $540K | Hold |
10,016
| – | – | 0.25% | 79 |
|
|
2018
Q4 | $466K | Buy |
+10,016
| New | +$466K | 0.23% | 84 |
|